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Mount Vernon Associates’s Hartford Financial Services HIG Stock Holding History

Mount Vernon Associates’s Portfolio HIG Stock Details HIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$601K Hold
4,534
– – 0.39% 39
2026
Q1 		$613K Sell
4,534
-1,925
-30% -$263K 0.43% 39
2025
Q4 		$890K Sell
6,459
-100
-2% -$13.2K 0.6% 33
2025
Q3 		$875K Hold
6,559
– – 0.61% 32
2025
Q2 		$832K Sell
6,559
-300
-4% -$37.3K 0.6% 33
2025
Q1 		$849K Sell
6,859
-200
-3% -$22.9K 0.69% 32
2024
Q4 		$772K Hold
7,059
– – 0.6% 32
2024
Q3 		$830K Sell
7,059
-325
-4% -$35.6K 0.66% 35
2024
Q2 		$742K Hold
7,384
– – 0.66% 34
2024
Q1 		$761K Sell
7,384
-500
-6% -$45.8K 0.65% 36
2023
Q4 		$634K Hold
7,884
– – 0.62% 35
2023
Q3 		$559K Sell
7,884
-230
-3% -$16.7K 0.62% 35
2023
Q2 		$584K Sell
8,114
-2,132
-21% -$150K 0.62% 33
2023
Q1 		$714K Hold
10,246
– – 0.84% 30
2022
Q4 		$777K Sell
10,246
-38
-0.4% -$2.74K 1% 27
2022
Q3 		$637K Hold
10,284
– – 0.83% 30
2022
Q2 		$673K Sell
10,284
-200
-2% -$14K 0.82% 31
2022
Q1 		$753K Sell
10,484
-1,400
-12% -$98.7K 0.73% 30
2021
Q4 		$820K Sell
11,884
-400
-3% -$28.2K 0.71% 30
2021
Q3 		$863K Hold
12,284
– – 0.79% 29
2021
Q2 		$761K Sell
12,284
-550
-4% -$36K 0.7% 32
2021
Q1 		$857K Hold
12,834
– – 0.84% 30
2020
Q4 		$629K Sell
12,834
-1,050
-8% -$45.3K 0.66% 33
2020
Q3 		$512K Sell
13,884
-200
-1% -$7.97K 0.61% 31
2020
Q2 		$543K Hold
14,084
– – 0.7% 29
2020
Q1 		$496K Sell
14,084
-200
-1% -$10.4K 0.83% 29
2019
Q4 		$868K Hold
14,284
– – 1.18% 26
2019
Q3 		$866K Hold
14,284
– – 1.3% 26
2019
Q2 		$796K Sell
14,284
-600
-4% -$31.7K 1.18% 29
2019
Q1 		$740K Hold
14,884
– – 1.13% 29
2018
Q4 		$662K Sell
14,884
-500
-3% -$22.5K 1.16% 27
2018
Q3 		$769K Buy
15,384
+68
+0.4% +$3.49K 1.13% 29
2018
Q2 		$783K Sell
15,316
-500
-3% -$26.2K 1.22% 29
2018
Q1 		$815K Hold
15,816
– – 1.26% 30
2017
Q4 		$890K Hold
15,816
– – 1.34% 31
2017
Q3 		$877K Sell
15,816
-350
-2% -$19K 1.45% 30
2017
Q2 		$850K Hold
16,166
– – 1.52% 30
2017
Q1 		$777K Buy
16,166
+200
+1% +$9.68K 1.43% 30
2016
Q4 		$761K Hold
15,966
– – 1.5% 29
2016
Q3 		$684K Sell
15,966
-1,100
-6% -$46K 1.42% 32
2016
Q2 		$757K Buy
17,066
+1,122
+7% +$50.1K 1.61% 32
2016
Q1 		$735K Sell
15,944
-1,300
-8% -$54.6K 1.63% 29
2015
Q4 		$749K Hold
17,244
– – 1.64% 29
2015
Q3 		$789K Sell
17,244
-500
-3% -$23.1K 1.83% 26
2015
Q2 		$738K Sell
17,744
-200
-1% -$8.35K 1.59% 31
2015
Q1 		$750K Sell
17,944
-100
-0.6% -$4.1K 1.62% 30
2014
Q4 		$752K Sell
18,044
-700
-4% -$27.7K 1.72% 28
2014
Q3 		$698K Sell
18,744
-500
-3% -$18.1K 1.74% 26
2014
Q2 		$689K Hold
19,244
– – 1.75% 27
2014
Q1 		$679K Sell
19,244
-2,600
-12% -$90.4K 1.78% 27
2013
Q4 		$791K Sell
21,844
-100
-0.5% -$3.44K 2.07% 23
2013
Q3 		$683K Sell
21,944
-63,100
-74% -$1.97M 2.08% 23
2013
Q2 		$2.63M Buy
+85,044
New +$2.45M 2.84% 19

Other funds holding HIG

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Mount Vernon Associates's HIG Position: Q2 2026 in Review

Mount Vernon Associates held its Hartford Financial Services (HIG) position steady in Q2 2026 at 4,534 shares worth $601K. The position accounts for 0.39% of the portfolio, ranked #39.

Mount Vernon Associates first reported a position in HIG in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.63M in Q2 2013. 440 funds tracked by Wall St. Rank hold HIG as of Q2 2026.

  • Mount Vernon Associates held 4,534 shares of Hartford Financial Services worth $601K as of Q2 2026.
  • Mount Vernon Associates left its Hartford Financial Services share count unchanged in Q2 2026.
  • Hartford Financial Services made up 0.39% of Mount Vernon Associates's portfolio in Q2 2026, its #39 holding.
  • Mount Vernon Associates first reported a position in Hartford Financial Services in Q2 2013 and has held it in 53 quarters since.
  • Mount Vernon Associates's Hartford Financial Services position peaked at $2.63M in Q2 2013.
  • 440 funds tracked by Wall St. Rank held Hartford Financial Services as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.